Deferred Compensation News and Updates

Deferred Compensation News brings you the latest information and insights on 409A nonqualified deferred compensation; institutional COLI, BOLI, and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. 
Featured image for “Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia”
April 13, 2022

Steve Broadbent and Sam Robert, Fulcrum Partners, Presenting at 2022 Advanced Practice Symposia

Fulcrum Partners

Representing Fulcrum Partners, a OneDigital Company, a leading executive benefits consulting firm, Steve Broadbent and Sam Robert will be featured presenters at the NAIFA-FSP 2022 Advanced Practice Symposia. Presented by NAIFA and the Society of FSP (Financial Services Providers), the Advanced Practice Symposia will present thought leaders in advanced financial planning.
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March 11, 2022

Fulcrum Partners Team Members Receive Top Honors at Summit 2022

Fulcrum Partners

Last week, eight members of the team at Fulcrum Partners, a OneDigital Company, were honored for their accomplishments and leadership in 2021.
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Featured image for “Fulcrum Partners Announces NQ Connect During Wealth + Retirement EVOLVE National Conference”
September 14, 2021

Fulcrum Partners Announces NQ Connect During Wealth + Retirement EVOLVE National Conference

Fulcrum Partners

Fulcrum Partners team announces NQ Connect at the Wealth + Retirement EVOLVE National Conference.
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Featured image for “Happy Easter from the Team at Fulcrum Partners”
April 02, 2021

Happy Easter from the Team at Fulcrum Partners

Fulcrum Partners

The team at Fulcrum Partners, a OneDigital Company, wishes you and your family a Happy Easter. We hope you find time to relax, and celebrate the values that matter most in life and the renewal that comes with the Spring. Enjoy a safe and Happy Easter Holiday!
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Featured image for “Fulcrum Partners Announces Strategic Acquisition by OneDigital”
January 28, 2021

Fulcrum Partners Announces Strategic Acquisition by OneDigital

Fulcrum Partners

Fulcrum Partners, one of the nation’s leading and largest executive benefits advisories, announces it has been purchased by OneDigital Investment Advisors in a strategic acquisition.
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October 11, 2019

Fulcrum Partners: Committed to Leadership Through Service

Fulcrum Partners

Anthropologist Margaret Mead’s famous quote, “Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has,” appears more than once on the Fulcrum Partners website. By most standards, our core team of managing directors and financial consultants are a “small group”.  However, they take their responsibility to effect change seriously. Both collectively and individually, the team at Fulcrum Partners supports numerous charitable initiatives and organizations. Some of the groups are local, some are global, and all are selected because they are organizations that are making a meaningful difference in the lives of others. On the homepage of our website (fulcrumpartnersllc.com) we have a section we call “Inspire.” For several years, we’ve been using this portion of our home page to share some of the Fulcrum Partners philanthropic and volunteer activities. Our intent has always been to ask others to consider the question: “Who inspires you?” As our team has expanded, we’ve seen our outreach grow and our capacity and platform to help more people in need likewise expand. With this increase in mind, we’ve also expanded our website with a new “Commitment to Giving” webpage. Here, you’ll find
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Featured image for “Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief”
August 13, 2019

Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief

Fulcrum Partners

PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed an efficient, innovative and scalable model to successfully address the need for reliable, affordable transportation in rural areas of developing countries. “WBR describes what they do,” explained Chisholm, as “mobilizing people through the Power of Bicycles, striving for a world where distance is no longer a barrier to independence and livelihood. “What this really comes down to is that owning a bicycle empowers a family to send children to school, visit health clinics, hold jobs, deliver goods, in some cases even access clean drinking water. Every ten miles traveled by bike saves 3 hours of time spent walking.” With offices worldwide, World Bicycle Relief’s US headquarters is Chicago, Illinois, where Tom Chisholm is also managing director of Fulcrum Partners Chicago. Tom is more than an avid biker himself; he is a triathlon competitor, endurance athlete, and was a member of
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April 19, 2019

Easter Wishes from Fulcrum Partners

Fulcrum Partners

Happy Easter. Happy Passover. From all of us at Fulcrum Partners   Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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Featured image for “Fulcrum Partners News Becomes Deferred Compensation News”
November 15, 2018

Fulcrum Partners News Becomes Deferred Compensation News

Fulcrum Partners

PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to the recent publication of high-interest topics related to updated IRS tax deferral guidelines and the always-complicated issue of Top Hat plans.” The blog and industry news platform began publication in September 2012 with the goal of providing information on deferred compensation and executive pay and benefit plans. Today, Deferred Compensation News brings readers a comprehensive overview of the latest updates on 409A nonqualified deferred compensation; institutional COLI, BOLI and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. Managing Director and company cofounder, Bruce Brownell added, “We understand that the information we cover is complex and is subject to change both with legislative action and with the economy. Deferred Compensation News offers answers and insights from the team at Fulcrum Partners and from other respected
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Featured image for “Fulcrum Partners Announces Donation to Jacksonville Children’s Program”
September 07, 2017

Fulcrum Partners Announces Donation to Jacksonville Children’s Program

Fulcrum Partners

FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the largest privately-held executive benefits consultancies in the US, with thirteen offices nationwide and more than $6B of assets under management. As a member firm of the Valmark Financial Group, Fulcrum Partners is both a long-time supporter of Daniel Kids and an active participant in the Valmark Global Gift Fund’s program for matching donations. Through this initiative, Daniel Kids, Florida’s oldest child-serving agency, received a $7,300 grant from Fulcrum Partners Ponte Vedra Beach that the Valmark Global Gift Fund then matched, dollar for dollar. The $14,600 donation will support Daniel Kids in serving thousands of abandoned, abused and neglected children. Jim Clark, president and CEO of Daniel Kids, said he deeply values the support of Fulcrum Partners and Valmark Global Gift Fund. “We are so grateful,” Clark said, “To have organizations – both local and national – that recognize the importance
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